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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FBC
2726
Fairfield, Bush & Co
Connecticut
$394K – – –
AF
2727
Atala Financial
California
$393K – – –
FPWM
2728
FSB Premier Wealth Management
Iowa
$393K -$1.12M -20,995 -75%
SL
2729
Sentry LLC
Tennessee
$393K – – –
GKIM
2730
GW&K Investment Management
Massachusetts
$393K +$18K +338 +5%
HWA
2731
Heartwood Wealth Advisors
Virginia
$393K – – –
VC
2732
Veery Capital
Delaware
$390K -$31.3K -589 -8%
BSA
2733
Bull Street Advisors
Georgia
$390K – – –
4WM
2734
49 Wealth Management
Texas
$390K -$156K -2,937 -30%
A
2735
Alongside
Texas
$390K +$364K +6,843 New
FAN
2736
Financial Advisors Network
California
$390K -$13.1K -247 -3%
AWA
2737
Alta Wealth Advisors
Massachusetts
$389K -$11.2K -211 -3%
MTIC
2738
Missouri Trust & Investment Company
Missouri
$388K – – –
RYIA
2739
Roehl & Yi Investment Advisors
Oregon
$387K +$479 +9 +0.1%
PWSG
2740
Pacific Wealth Strategies Group
California
$386K – – –
BFF
2741
Byrne Financial Freedom
Massachusetts
$386K -$7.02K -132 -2%
AFA
2742
Alpha Financial Advisors
North Carolina
$385K -$691 -13 -0.2%
CJ
2743
Caitlin John
Michigan
$385K +$355K +6,670 +7,756%
BFPW
2744
BOK Financial Private Wealth
Colorado
$385K -$71.2K -1,339 -17%
WWA
2745
Wingate Wealth Advisors
Massachusetts
$385K -$53 -1 -0%
SF
2746
Seros Financial
Arizona
$384K +$359K +6,741 New
PFA
2747
Pinnacle Family Advisors
Missouri
$384K -$46.4K -873 -11%
NG
2748
Novem Group
New York
$384K -$31.2K -587 -8%
HAIM
2749
Hunter Associates Investment Management
Pennsylvania
$383K +$2.23K +42 +0.6%
WAG
2750
Wallace Advisory Group
California
$383K -$11.2K -211 -3%
108 109
110
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